Item: Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl

14.803 (-0.050%)

NAV on November 14, 2024

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 44 cr

Turnover Ratio 78.32%

Expense Ratio 1.34%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 5,000

Buy Now Start SIP

Fund Manager Dwijendra Srivastava (Since over 14 years) Sandeep Agarwal (Since over 12 years)

ISIN INF903J01PM0

Fund Family Sundaram

Launch Date January 22, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 5.06 years

Yield To Maturity (%) 6.95%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	23.828	10.71%	1,845 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	28.957	9.54%	1,944 cr	0.45%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	46.336	8.87%	5,917 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	52.249	8.66%	6,689 cr	0.69%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Medium Term Direct Growth	23.828	10.71%	1,845 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	28.957	9.54%	1,944 cr	0.45%	Low

Sundaram Medium Duration Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl

previously known as Sundaram Med Term Bond Dir Yr IDCW-R until April 01, 2024